GETTING STARTED

QuickBooks™ Point of Sale Features To Charge Your Business

by Jay Thompson on 30 Nov

Version 12.0 leverages much of the interface from the Version 11 platform, with some truly significant improvements. For those who have not taken a look at QuickBooks™ Point of Sale since V9 or earlier, a significant shift in the look and feel of the application should be expected. However, even in the new version, some of the older user interface (UI) is still in place.

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QuickBooks™ Point of Sale Setup Interview

by Jay Thompson on 30 Nov

The first time Point of Sale is started on the Server Workstation, the Setup Interview window is automatically opened. The interview is the fastest way to set up basic Point of Sale options in one place so you are ready to begin ringing up sales fast! Otherwise, you can access it on the File Menu. Not all options are defined in this initial setup.

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QuickBooks™ Point of Sale: Initial Data Entry

by Jay Thompson on 30 Nov

After walking through the QuickBooks™ Point of Sale setup interview, the first thing you will need to do with your QuickBooks™ Point of Sale installation is to enter all your various data for the aspects of your store and inventory. Refer to the following in setting up the various pieces of data for your new store:

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QuickBooks™ Point of Sale Help: Hardware Setup Wizard

by Jay Thompson on 30 Nov

The Hardware Setup Wizard is launched automatically when you configure hardware in the Setup Interview to guide you through connecting and configuring hardware to work with Point of Sale. If you add hardware in the future, you can manually access the setup wizard from the File menu or from the hardware configuration pages in workstation preferences. Important: Do not connect hardware to your computer until instructed to do so by the wizard.

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Bookkeeping tips for QuickBooks™ Point of Sales

by Jay Thompson on 30 Nov

Often times I receive calls from bookkeepers who are wondering why their QuickBooks™ financial accounts are all “messed up” because it is linking to QuickBooks™ Point Of Sale. First thing I do is say, can I log onto your computer and see how you currently track your financials? Then, I go through the process of pointing out where they are working harder than they should.

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